Autumn Statement: Planners give qualified thumbs up

Financial Planners have given the Chancellor’s Autumn Statement a qualified thumbs up, particularly in the area of pension saving, although many are holding fire until all the details are released in the Finance Bill.


Planners younger and more ambitious than advisers

The number of Financial Planners is set to grow according to wealth consultancy NextWealth, after its research showed that Financial Planners are younger and more ambitious than typical financial advisers.


Belmayne recruits 2 new Financial Planners

Derbyshire-based Financial Planning firm Belmayne has added two new experienced Planners to increase the size of its Financial Planning team to nine.


PFS launches 2023/24 awards for Financial Planners

The Personal Finance Society has launched its 2023/24 PFS Personal Finance Awards and Financial Planners and firms have until 14 July to enter.

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